The read-only stage management power-up provides all team members the ability to view a list of the account stages and the number of leads within each stage. This is helpful for quickly navigating to leads in a specific stage and managing stages.
Enabling Read-Only Stage Management
This feature is currently in beta. To have this feature enabled on your account, please have the owner reach out to the Follow Up Boss Support Team at support@followupboss.com.
Accessing the Stage Report
Team members can access this reporting by going to Admin > Stages. On this page, the number of people can be clicked to view the list of leads on the people tab.
FAQs
Can agents or lenders see the total number of leads in a specific stage?
No, agents and lenders can only view the number of their assigned leads in each stage.
Does this give team members the ability to create and edit stages?
No, this is a read-only page. Team members cannot create or edit stages with this power-up.